See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,051 | $106,515-65.2% | $96,683-61.7% | $139,434-73.4% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.3%-9.1pp | 80.3%-15.1pp |
| Annual return | 17.58% | 38.43%-20.8pp | 35.69%-18.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,737 | $4,103-57.7% | $3,737-53.5% | $4,751-63.4% |
| Participant deferral / active EE | $3,275 | $5,454-39.9% | $4,878-32.9% | $6,710-51.2% |
| Admin fee / account holder | $436 | $7,877-94.5% | $6,730-93.5% | $11,403-96.2% |